David currently is the President and Head of Credit for Sentinel Stone Financial, a merchant bank focused on real estate and business credit, and the CIO at Pinnacle Capital Securities, LLC, a member of FINRA/SIPC. In the past he an advisor for Neon Machine Inc/Shrapnel. He is also a partner in a winery located in Sonoma County's esteemed Russian River region.David acquired extensive expertise across diverse sectors. His multifaceted experience includes serving in investment banking, functioning as a CIO/CFO/COO, exploring the dynamic landscape of blockchain, leading business development initiatives, conducting comprehensive due diligence and capital structuring, and real estate investing. He also acted as a project manager for a Systems Integration firm and offered strategic guidance as a management consultant for various Consumer and Technology startups. Prior to entering the corporate world, David devoted ten years to serving in the U.S. Army and Army Reserves.David holds an MBA, a Bachelor of Science degree in Computer Science, has also obtained numerous real estate accreditations, a registered California Real Estate Broker, and FINRA registered series 7, 79, 82, 24, and 63. He is a Certified Merger & Acquisition Adviser (CM&AA), Certified Anti-Money Laundering Specialist (CAMLS), and a Certified AML Fintech Compliance Associate (CAFCA).
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FounderBastion Advisory Services LlcBoise, Id, Us -
Chief Investment OfficerPinnacle Capital GroupBoise, Id, Us -
President And CooSentinel Stone Financial Nov 2023 - PresentBoise, Idaho, United StatesSentinel Stone is a veteran-owned merchant banking firm, focused on providing real estate and business finance solutions tailored for the lower market. Our expertise spans lending for real estate and business endeavors, complemented by our strategic role in originating SBA loans and multifamily agency loans with competitive rates. We pride ourselves on leveraging our deep industry knowledge to connect clients with the most advantageous financing options. At the heart of our operations is a… Show more Sentinel Stone is a veteran-owned merchant banking firm, focused on providing real estate and business finance solutions tailored for the lower market. Our expertise spans lending for real estate and business endeavors, complemented by our strategic role in originating SBA loans and multifamily agency loans with competitive rates. We pride ourselves on leveraging our deep industry knowledge to connect clients with the most advantageous financing options. At the heart of our operations is a commitment to integrity and precision, ensuring each client receives customized, strategic financial guidance. Reach out at dvicini@sentinel-stone.com or online at www.sentinel-stone.com. Show less -
Executive Network MemberMarin Sonoma Impact Ventures Jan 2021 - PresentSan Francisco Bay Area -
Chief Investment OfficerPinnacle Capital Group Jul 2022 - PresentLos Angeles Metropolitan AreaPinnacle Capital Securities, member FINRA/SIPC, is part of a larger multi-financial services complex of Broker Dealers and Wealth Management. Core focuses include Managing Broker Dealer services, and investments in Real Estate, Tech, Blockchain, Food & Beverage, and niche areas. FINRA Series 7, 79, 82, 24 and 63. -
Chief Operating Officer And Managing DirectorPinnacle Capital Group Aug 2018 - Jul 2022Los Angeles Metropolitan AreaCOO and Managing Director of Real Estate and Technology. -
PresidentBastion Ventures Llc Sep 2005 - PresentBoise, Idaho, United StatesFintech, lending platforms, games, future of food, and real estate
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Advisor - CfoShrapnel Sep 2021 - Oct 2023 -
Chief Financial Officer/Chief Operating OfficerStealth Startup Apr 2021 - Oct 2023San Francisco Bay AreaInternational operational holding company formed to leverage the opportunities arising in this era of tech-driven media transformation, acquiring platforms and applications developed from our global sources of deal flow and IP. -
Partner And Co-FounderTrecini Winery Jan 2005 - Oct 2023Santa Rosa, Ca"Damn good wines " located in the heart of the Russian River in Sonoma County. Gold medal Sauvignon Blanc, Merlot, Zinfandel and Pinot Noir wines from the Russian River and Rockpile appellations. Visit us at www.trecini.com.
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Managing DirectorFive 9 Securities, Llc Jan 2017 - Aug 2018Greater Los Angeles AreaInvestment Bank and Registered Broker Dealer member of FINRA/SIPC. FINRA Series 7, 79, 82, 24 and 63 Core focus: Real Estate, Technology, Biomedical, Clean Technology, Food and Beverage, and Consumer Goods.
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Managing DirectorAaron Capital, Inc. Jan 2015 - Aug 2016Memphis, TnInvestment Bank and Registered Broker Dealer, member of FINRA/SIPC. Core Focus: Real Estate, Technology, Biomedical, and Clean Technologies. FINRA licensed 63, 79. -
Co-FounderJade Tree International, Llc Jan 2013 - Jan 2015San Francisco, California, United StatesSpecialized advisory firm offering bespoke financial architecture, cross-border transaction facilitation, strategic negotiation, and growth-oriented business development solutions tailored for global high-net-worth and ultra-high-net-worth investors seeking opportunities in the U.S. landscape.
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Chief Financial OfficerSmartlink Systems, Inc. Jan 2005 - Oct 2010Numerous StatesLeading vending solutions provider with a presence across multiple states, pioneering next-generation, energy-efficient vending technologies that optimize spatial utilization and ensure superior hygiene and safety standards in dispensing.
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Management ConsultantMultiple Start Up Companies Jan 1995 - Jan 2005California And ArizonaStrategic advisor to an array of early-stage ventures, driving growth and operational excellence across sectors including technology, digital platforms, consumer goods, automotive, and both B2C/B2B verticals.
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OfficerUs Army Nov 1994 - Nov 2004Various -
Senior AssociateFort Point Partners Jul 2000 - Nov 2001San Francisco, CaOrchestrated the seamless integration of a leading Professional Services Automation solution, spearheaded vendor partnership dynamics, and collaborated closely with general counsel to optimize and review new sales proposal strategies.
David Vicini Education Details
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Computer Science -
Business Administration
Frequently Asked Questions about David Vicini
What company does David Vicini work for?
David Vicini works for Bastion Advisory Services Llc
What is David Vicini's role at the current company?
David Vicini's current role is Founder.
What schools did David Vicini attend?
David Vicini attended Arizona State University, University Of Phoenix.
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